West Valley​/Sun - Financial Advisor

The Financial Advisor is responsible for delivering holistic, relationship‑based financial planning and advisory services to clients and prospects. This role focuses on building long‑term advisory relationships through discovery‑based conversations that identify client goals, values, and life‑stage needs. The Financial Advisor applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client’s best interest.

Advisors work toward individual and program‑level goals, viewing sales outcomes as a natural result of effective advice, trust, and ongoing client engagement. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.

• Conduct discovery‑driven conversations to understand clients’ financial goals, priorities, and concerns.
• Develop and recommend holistic financial strategies aligned with clients’ short‑ and long‑term objectives.
• Build and maintain ongoing advisory relationships through proactive outreach, plan reviews, and life‑event discussions.
• Educate clients on financial concepts, products, and strategies to support informed decision‑making.
• Meet individual goals by delivering planning‑led solutions that align with client needs and best interests.
• Encourage participation in and facilitation of ongoing business development activities, education, and internal employee training initiatives.

• Manage referrals to prospects and outreach lists with a relationship‑first mindset.
• Conduct outbound calls and follow‑up communications to introduce advisory services and establish rapport.
• Qualify prospect needs through discovery conversations and transition appropriate relationships into active advisory clients.
• Partner with internal teams and referral sources to ensure seamless client experience.

• Complete required operational activities including account setup, maintenance, and transaction processing.
• Maintain accurate CRM documentation and client records in accordance with firm policies.
• Ensure all activities comply with applicable federal and state regulations, as well as broker/dealer requirements.
• Perform other job‑related duties as assigned.

• High School Diploma or GED required
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• 1+ years of Financial Industry Experience required
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• 1+ years of limited sales experience, phone sales and service required
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• Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required
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• Foundational Financial Planning and Consultative Sales Skills required
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• Ability to develop and maintain long‑term client and internal partner relationships required
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• Strong organizational and time management skills with attention to detail required
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• Ability to work independently and collaboratively in a dynamic environment required
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• Proficiency in Microsoft Office applications required
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• Valid Arizona driver license and motor vehicle record screening in accordance with company guidelines required
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• Active and in good standing required
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• Either Series 63 or Series 65 – active and in good standing required
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• Arizona Life/Health Insurance Life and Disability Insurance License required
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We are proud to be an EEO/AA employer M/F/D/V.